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ACT! Consultant - Melbourne | CRM Software Help | Help with ACT!

Help with ACT! and CRM Software: 0419 318727

Why you need a CRM

Why do you need a CRM - Get help with ACT! todayCustomer Relationship Management (CRM) is a term used to describe the processes a company uses to track and organise its contacts with its current and prospective customers. CRM helps businesses to understand their customers’ needs and behaviours and therefore modify their business operations to improve the service provided to customers.

The basic concepts of a CRM are to: 
  • Capture relevant business data to provide marketing and business intelligence about your customers;
  • Easily share information including notes and history with your team so they can provide customers with a seamless experience no matter which team member they communicate with; 
  • Ensure actions that need to be done for your customers are completed on time, by enabling you to monitor and manage the team’s activities.

ACT! by Sage is the world’s leading Contact and Customer Relationship Management software. It provides one convenient system to manage your entire customer relationship. This is achieved by uniting programs people regularly use such as client database, contact history, diary and reminder system, To Do lists, email and mail merge programs all within the one easy to use program. ACT! by Sage provides the tools to enable your team to deliver memorable service, exceed customer expectations and as a result, increase your profits.

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What others say

David McGillivray
Date: Sep 10, 2009

'Act is a system I can trust and rely on to help me regularly keep in contact with my clients. It has streamlined my customer relationship management with me knowing the frequency and when I have contacted existing and potential clients'.

Tips and Tricks

Writing Letters:

From ACT!'s Write menu, you can write template-based letters to any contact in your ACT! database. Template letters will appear in the default word processor--either the ACT! word processor or Microsoft Word.
 

Creating a Mail Merge:

ACT! makes it really easy to create a mail merge -- a mass personalised letter created for multiple contacts at once.

When you need to send a letter to more than one contact in your ACT! database, you can use the Mail Merge feature in ACT! to send a template-based letter in one short procedure. By following the simple steps in the ACT! Mail Merge Wizard, you can write a single template-based letter to multiple contacts in an ACT! database. If you've used the mail merge features in other programs, you'll probably find that ACT!'s Mail Merge is much more user-friendly.